Tortoise Investment Management’s Unilever UL Stock Holding History

Tortoise Investment Management’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.1K	Hold	411	–	–	﹤0.01%	474
2025 Q1	$24.5K	Hold	411	–	–	﹤0.01%	464
2024 Q4	$23.3K	Sell	411 -75	-15%	-$4.25K	﹤0.01%	522
2024 Q3	$31.6K	Buy	486 +9	+2%	+$585	﹤0.01%	490
2024 Q2	$26.2K	Hold	477	–	–	﹤0.01%	496
2024 Q1	$23.9K	Hold	477	–	–	﹤0.01%	484
2023 Q4	$23.1K	Hold	477	–	–	﹤0.01%	463
2023 Q3	$23.6K	Sell	477 -35	-7%	-$1.73K	﹤0.01%	445
2023 Q2	$26.7K	Hold	512	–	–	﹤0.01%	431
2023 Q1	$26.6K	Hold	512	–	–	﹤0.01%	424
2022 Q4	$25.8K	Buy	512 +2	+0.4%	+$101	﹤0.01%	418
2022 Q3	$22K	Sell	510 -75	-13%	-$3.24K	﹤0.01%	433
2022 Q2	$27K	Hold	585	–	–	0.01%	385
2022 Q1	$27K	Hold	585	–	–	0.01%	385
2021 Q4	$31K	Hold	585	–	–	0.01%	344
2021 Q3	$32K	Hold	585	–	–	0.01%	324
2021 Q2	$34K	Hold	585	–	–	0.01%	310
2021 Q1	$33K	Hold	585	–	–	0.01%	297
2020 Q4	$35K	Buy	585 +35	+6%	+$2.09K	0.01%	272
2020 Q3	$34K	Buy	550 +400	+267%	+$24.7K	0.01%	257
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	385
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	394
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	429
2019 Q3	$9K	Hold	150	–	–	﹤0.01%	418
2019 Q2	$9K	Hold	150	–	–	﹤0.01%	445
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	426
2018 Q4	$8K	Hold	150	–	–	﹤0.01%	412
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	420
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	430
2018 Q1	$8K	Sell	150 -116	-44%	-$6.19K	﹤0.01%	410
2017 Q4	$15K	Hold	266	–	–	﹤0.01%	350
2017 Q3	$15K	Hold	266	–	–	﹤0.01%	325
2017 Q2	$14K	Hold	266	–	–	﹤0.01%	321
2017 Q1	$13K	Buy	266 +116	+77%	+$5.67K	﹤0.01%	308
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	387
2016 Q3	$7K	Hold	150	–	–	﹤0.01%	351
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	359
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	314
2015 Q4	$6K	Hold	150	–	–	﹤0.01%	349
2015 Q3	$6K	Hold	150	–	–	﹤0.01%	331
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	349
2015 Q1	$6K	Buy	+150	New	+$6K	﹤0.01%	332